Carlyle Group Inc.
CG- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001527166
In the last 90 days, Carlyle Group Inc. insiders filed 0 open-market purchases and 1 sale; 588 institutions reported holding it in 13F filings for Q2 2026, worth $9.27B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.
Other share classesCGABL
13F holders, Q1 2024
Institutional positions in Carlyle Group Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 518
- +51 vs. Q4 2023
- Shares held
- 209.4M
- −3.57M (−1.7%) vs. Q4 2023
- Total value
- $9.81B
- +$1.15B (+13.3%) vs. Q4 2023
- New holders
- 89
- 183 more added
- Sold out
- 38
- 158 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 588 | $9.27B |
| Q1 2026 | 604 | $10.6B |
| Q4 2025 | 627 | $13.5B |
| Q3 2025 | 638 | $14.3B |
| Q2 2025 | 573 | $11.8B |
| Q1 2025 | 527 | $9.85B |
| Q4 2024 | 565 | $10.9B |
| Q3 2024 | 525 | $9.09B |
| Q2 2024 | 516 | $8.43B |
| Q1 2024 | 518 | $9.81B |
| Q4 2023 | 471 | $8.67B |
| Q3 2023 | 413 | $6.22B |
| Q2 2023 | 396 | $6.59B |
| Q1 2023 | 428 | $6.19B |
| Q4 2022 | 429 | $5.98B |
| Q3 2022 | 416 | $5.03B |
| Q2 2022 | 441 | $6.04B |
| Q1 2022 | 482 | $9.22B |
| Q4 2021 | 461 | $9.80B |
| Q3 2021 | 394 | $8.09B |
| Q2 2021 | 344 | $6.54B |
| Q1 2021 | 315 | $4.71B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SEI Investments Co | 34,165 | $1.60M | 0.00% | −484−1.4% | Reduced |
| Tredje AP-fonden | 34,567 | $1.62M | 0.02% | +1,525+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,588 | $1.62M | 0.09% | +7,651+28.4% | Added |
| Park Circle Co | 34,765 | $1.63M | 1.52% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 34,800 | $1.63M | 1.07% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 51,107 | $1.63M | 0.78% | 00.0% | Unchanged |
| Truist Financial Corp | 35,325 | $1.66M | 0.00% | +1,578+4.7% | Added |
| Xponance, Inc. | 36,047 | $1.69M | 0.02% | +9,709+36.9% | Added |
| Utah Retirement Systems | 36,400 | $1.71M | 0.02% | −100−0.3% | Reduced |
| Achmea Investment Management B.V. | 36,604 | $1.72M | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 37,565 | $1.76M | 0.14% | +86+0.2% | Added |
| HighTower Advisors, LLC | 37,854 | $1.77M | 0.00% | −279−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 38,912 | $1.83M | 0.00% | −32,195−45.3% | Reduced |
| CI Private Wealth, LLC | 39,022 | $1.83M | 0.00% | −1,908−4.7% | Reduced |
| Bokf, NA | 40,605 | $1.88M | 0.03% | +1,937+5.0% | Added |
| Edgestream Partners, L.P. | 40,194 | $1.89M | 0.09% | +27,752+223.1% | Added |
| Amica Mutual Insurance Co | 40,680 | $1.91M | 0.19% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 41,544 | $1.95M | 0.01% | +6,359+18.1% | Added |
| DekaBank Deutsche Girozentrale | 41,760 | $1.97M | 0.00% | +9,273+28.5% | Added |
| Balyasny Asset Management LLC | 42,045 | $1.97M | 0.01% | −737,367−94.6% | Reduced |
| Simplicity Wealth,LLC | 42,334 | $1.99M | 0.05% | +42,334 | New |
| Bleakley Financial Group, LLC | 42,343 | $1.99M | 0.06% | −13,423−24.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 42,385 | $1.99M | 0.12% | +42,385 | New |
| Caxton Associates LP | 42,799 | $2.01M | 0.14% | +42,799 | New |
| New Mexico Educational Retirement Board | 43,600 | $2.04M | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 43,858 | $2.06M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 43,900 | $2.06M | 0.01% | +43,900 | New |
| Capital International Inc | 44,395 | $2.08M | 0.03% | +9,638+27.7% | Added |
| Victory Capital Management Inc | 44,491 | $2.09M | 0.00% | −404,447−90.1% | Reduced |
| GFG Capital, LLC | 44,833 | $2.10M | 0.54% | +6,623+17.3% | Added |
| Mariner, LLC | 45,536 | $2.14M | 0.00% | +1,648+3.8% | Added |
| Blair William & Co | 45,823 | $2.15M | 0.01% | +2,715+6.3% | Added |
| New York State Teachers Retirement System | 46,146 | $2.17M | 0.00% | +13,000+39.2% | Added |
| Steward Partners Investment Advisory, LLC | 46,692 | $2.19M | 0.02% | −9,085−16.3% | Reduced |
| IFM Investors Pty Ltd | 46,829 | $2.20M | 0.02% | +293+0.6% | Added |
| Ameritas Investment Partners, Inc. | 47,737 | $2.24M | 0.08% | −347−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,886 | $2.25M | 0.02% | +118+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,285 | $2.27M | 0.06% | +126+0.3% | Added |
| Korea Investment CORP | 48,440 | $2.27M | 0.01% | +5,401+12.5% | Added |
| Toronto Dominion Bank | 49,629 | $2.33M | 0.00% | −7,241−12.7% | Reduced |
| Twin Capital Management Inc | 50,248 | $2.36M | 0.29% | −5,074−9.2% | Reduced |
| Kestra Advisory Services, LLC | 50,426 | $2.37M | 0.02% | +9,798+24.1% | Added |
| Neuberger Berman Group LLC | 51,435 | $2.41M | 0.00% | −5,764−10.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 51,912 | $2.44M | 0.00% | +10,908+26.6% | Added |
| Kames Capital plc | 52,363 | $2.46M | 0.04% | −16,796−24.3% | Reduced |
| KBC Group NV | 52,916 | $2.48M | 0.01% | −69,298−56.7% | Reduced |
| State of Michigan Retirement System | 53,200 | $2.50M | 0.01% | +1,300+2.5% | Added |
| Oregon Public Employees Retirement Fund | 53,497 | $2.51M | 0.05% | −7,426−12.2% | Reduced |
| Prudential Financial Inc | 55,379 | $2.60M | 0.00% | +20,610+59.3% | Added |
| Forsta Ap-Fonden | 56,200 | $2.64M | 0.02% | +4,500+8.7% | Added |
| Mirabaud Asset Management Ltd | 56,321 | $2.64M | 1.07% | +9,497+20.3% | Added |
| Andra AP-fonden | 58,207 | $2.73M | 0.05% | −150,593−72.1% | Reduced |
| Citigroup Inc | 58,459 | $2.74M | 0.00% | −11,486−16.4% | Reduced |
| Arizona State Retirement System | 59,542 | $2.79M | 0.02% | +184+0.3% | Added |
| Diversified Trust Co | 59,728 | $2.80M | 0.08% | +7,881+15.2% | Added |
| Nomura Asset Management Co Ltd | 60,644 | $2.84M | 0.01% | +1,461+2.5% | Added |
| Mercer Global Advisors Inc | 61,366 | $2.88M | 0.01% | −1,110−1.8% | Reduced |
| Louisiana State Employees Retirement System | 62,300 | $2.92M | 0.06% | +1,500+2.5% | Added |
| Augustine Asset Management Inc | 62,525 | $2.93M | 1.22% | +778+1.3% | Added |
| Royal London Asset Management Ltd | 63,064 | $2.96M | 0.01% | −1,449−2.2% | Reduced |
| Capital Group Private Client Services, Inc. | 64,391 | $3.02M | 0.03% | +64,391 | New |
| QRG Capital Management, Inc. | 64,985 | $3.05M | 0.04% | −1,410−2.1% | Reduced |
| Walleye Trading LLC | 67,027 | $3.14M | 0.05% | +34,581+106.6% | Added |
| Alaska Permanent Fund Corp | 67,032 | $3.14M | 0.05% | −8,039−10.7% | Reduced |
| Coastal Bridge Advisors, LLC | 67,330 | $3.16M | 0.73% | −1,215−1.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 68,059 | $3.19M | 0.28% | −702−1.0% | Reduced |
| Wellington Shields Capital Management, LLC | 69,147 | $3.24M | 0.61% | −5,273−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 105,212 | $3.27M | 0.01% | −15,546−12.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 70,413 | $3.30M | 0.02% | +70,413 | New |
| Cerity Partners LLC | 70,452 | $3.30M | 0.01% | +16,163+29.8% | Added |
| Danske Bank A/S | 72,303 | $3.39M | 0.01% | +72,303 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,523 | $3.40M | 0.01% | −22,524−23.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,700 | $3.41M | 0.03% | −3,300−4.3% | Reduced |
| Pictet Asset Management Holding SA | 73,070 | $3.43M | 0.00% | −4,947−6.3% | Reduced |
| Standard Life Aberdeen plc | 73,885 | $3.47M | 0.01% | +1,429+2.0% | Added |
| Twinbeech Capital LP | 75,204 | $3.53M | 0.07% | +75,204 | New |
| HRT Financial LP | 75,347 | $3.53M | 0.02% | +75,347 | New |
| Asset Management One Co.,Ltd. | 76,150 | $3.57M | 0.01% | −6,029−7.3% | Reduced |
| US Bancorp | 77,533 | $3.64M | 0.01% | +1,343+1.8% | Added |
| Integrated Advisors Network LLC | 79,281 | $3.72M | 0.19% | +79,281 | New |
| Stephens Inc | 79,717 | $3.74M | 0.06% | +150+0.2% | Added |
| Janney Montgomery Scott LLC | 81,712 | $3.83M | 0.01% | +1,193+1.5% | Added |
| Macquarie Group Ltd | 82,379 | $3.86M | 0.00% | +29,697+56.4% | Added |
| Texas Yale Capital Corp. | 84,359 | $3.96M | 0.18% | −1,125−1.3% | Reduced |
| Public Employees Retirement System of Ohio | 84,824 | $3.98M | 0.02% | −13,978−14.1% | Reduced |
| Eisler Capital (UK) Ltd. | 87,027 | $4.08M | 0.51% | +87,027 | New |
| Edmond de Rothschild Holding S.A. | 89,549 | $4.20M | 0.07% | +88,509+8,510.5% | Added |
| Ensign Peak Advisors, Inc | 91,212 | $4.28M | 0.01% | +17,647+24.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 93,865 | $4.40M | 0.05% | −4,900−5.0% | Reduced |
| Treasurer of the State of North Carolina | 94,214 | $4.42M | 0.02% | +650+0.7% | Added |
| ExodusPoint Capital Management, LP | 96,474 | $4.53M | 0.06% | +63,348+191.2% | Added |
| Royce & Associates LP | 97,205 | $4.56M | 0.04% | −64−0.1% | Reduced |
| LPL Financial LLC | 98,028 | $4.60M | 0.00% | +3,614+3.8% | Added |
| AMG National Trust Bank | 98,611 | $4.63M | 0.14% | +1,478+1.5% | Added |
| Equitable Trust Co | 100,623 | $4.72M | 0.33% | −3,600−3.5% | Reduced |
| Yousif Capital Management, LLC | 101,033 | $4.74M | 0.05% | −2,280−2.2% | Reduced |
| Holocene Advisors, LP | 101,676 | $4.77M | 0.02% | −701,283−87.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 102,585 | $4.81M | 0.01% | −3,025−2.9% | Reduced |
| Susquehanna International Group, LLP | 103,938 | $4.88M | 0.01% | −68,930−39.9% | Reduced |
| STRS Ohio | 106,721 | $5.01M | 0.02% | +6,371+6.3% | Added |